Back to filter
Original filing (PDF)20250926131507NAL0010895024004
WOODWARD, INC.
Form 5500
FILING_RECEIVED
WOODWARD HRT PENSION PLAN
Defined-benefit pension plan
Signals · 2
68% in single holding6 service providers
Active participants
216
Accounts w/ balance
—
Plan assets (EOY)
$150.2M
Net assets (EOY)
$150.2M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Vanguard Group" is 68% of plan.
- 20 bps in Schedule C fees — 102% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODWARD, INC..
Plan sponsor
Name
WOODWARD, INC.
EIN
36-1984010
Address
1081 WOODWARD WAY · FORT COLLINS, CO · 805241519
Phone
(815) 639-6815
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
BENNING GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | RECORDKEEPER | $135K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $28K | — |
Trustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST | 23-2186884 | — | TRUSTEE | $41K | — |
| US BANK | 41-6271370 | — | TRUSTEE | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNING GROUP, LLC | 30-0003878 | — | AUDITOR | $28K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 86-0181291 | — | ACTUARY | $67K | — |
Investments
4 direct securities· $150.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group | — | — | $146.2M | $102.3M | 68.1% | |
| The Vanguard Group | — | — | $7.8M | $29.4M | 19.6% | |
| The Vanguard Group | — | — | $14.1M | $17.6M | 11.7% | |
| The Vanguard Group | — | — | $832K | $832K | 0.6% |
Related plans
Other plans using MILLIMAN
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
$16.9B · 115,036 participants
Similar-size Manufacturing plans
TOUCHPOINT, INC.
TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN
$149.8M · 777 participants
SPX ENTERPRISES, LLC
SPX US PENSION PLAN
$151.1M · 198 participants
ACCO BRANDS CORPORATION
ACCO BRANDS CORPORATION PENSION PLAN
$151.3M · 289 participants
SRAM LLC
SRAM LLC RETIREMENT SAVINGS PLAN
$152.1M · 815 participants
LEUPOLD & STEVENS, INC.
LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN
$147.1M · 805 participants
ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC.
UCT RETIREMENT SAVINGS PLAN
$147.0M · 1,772 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B